| Bull Oak |
4747 Executive Dr Ste 1010 San Diego, CA 92121 |
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85899xxxx0 |
bul********@c*************.com |
5 |
25 |
4.9 |
54 |
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199 |
36 |
204 |
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| Meketa Investment Group |
5796 Armada Dr Ste 110, Carlsbad, CA 92008 |
|
76079xxxx0 |
aem***@m*****.com |
1 |
2 |
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| Comprehensive Advisor |
2011 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76081xxxx5 |
bre**@c*******************.com |
5 |
2 |
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| Ward & Associates |
17538 Circa Oriente, Rancho Santa Fe, CA 92067 |
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85875xxxx0 |
b.w***@w*********.com |
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| Stone Steps Financial |
533 Second St Ste 207 Encinitas, CA 92024 |
|
76045xxxx7 |
car****@s******************.com |
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4.7 |
3 |
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| Edward Jones - Financial Advisor: David S Peterson |
12750 Carmel Country Rd Ste 208 San Diego, CA 92130 |
|
85852xxxx0 |
a.j*********@e**********.com |
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5 |
6 |
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203 |
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204 |
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| Woodson Wealth Management |
San Diego, CA 92130 |
|
85892xxxx0 |
adm**@w********.com |
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3 |
2 |
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188 |
57 |
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| Edward Jones - Financial Advisor: Nicole J White |
236 E Broadway, Vista, CA 92084 |
|
76063xxxx8 |
a.j*********@e**********.com |
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19 |
3 |
21 |
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| ERC Investment Group |
1110 Torrey Pines Rd Ste M La Jolla, CA 92037 |
|
85827xxxx2 |
c18*****************************@s*****.wixpress |
5 |
2 |
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| Sabrina Boyd - Primary Residential Mortgage Inc |
1000 Aviara Pkwy Ste 110 Carlsbad, CA 92011 |
|
76049xxxx7 |
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5 |
2 |
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| Gabriel Yanez - Financial Advisor, Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Kim E Shoesmith |
1081 Borden Rd, Escondido, CA 92026 |
|
76074xxxx0 |
a.j*********@e**********.com |
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| Allstate Personal Financial Representative: Juan Reyes |
2447 S Centre City Pkwy, Escondido, CA 92025 |
|
76050xxxx3 |
a****00@a*******.com |
5 |
1 |
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| College Planning Source |
16980 Via Tazon Ste 110, San Diego, CA 92127 |
|
85867xxxx0 |
cas******@c********************.com |
4.8 |
17 |
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386 |
6 |
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| Duncan Financial |
5973 Avenida Encinas Carlsbad, CA 92008 |
|
76047xxxx0 |
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5 |
1 |
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| Edward Jones - Brian Lundberg |
334 Via Vera Cruz Ste 254 San Marcos, CA 92078 |
|
76075xxxx3 |
a.j*********@e**********.com |
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5 |
1 |
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| Edward Jones - Financial Advisor: Burton I Grantham |
111 Chesterfield Dr, Cardiff By The Sea, CA 92007 |
|
76063xxxx4 |
a.j*********@e**********.com |
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| Spreckels Wealth Management |
8477 Spreckels Ln San Diego, CA 92127 |
|
85873xxxx0 |
928*************************************@w*****************.com |
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| Aro Partners |
1015 Chestnut Ave, Carlsbad, CA 92008 |
|
76043xxxx4 |
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| Edward Jones - Financial Advisor: Rene’ A Flores |
1340 W Valley Pkwy Ste 104 Escondido, CA 92029 |
|
76073xxxx0 |
a.j*********@e**********.com |
1 |
1 |
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| Raymond James Financial Services - Jeffrey Todd |
300 W Grand Ave Ste 203, Escondido, CA 92025 |
|
76048xxxx0 |
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| Edward Jones - Financial Advisor: Rasaan Moshesh |
700 Garden View Ct Ste 203, Encinitas, CA 92024 |
|
76075xxxx5 |
aar*********@e**********.com |
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87384 |
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100000 |
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| Rancho Santa Fe Capital |
16956 Via De Santa Fe Ste 664 Rancho Santa Fe, CA 92091 |
|
85575xxxx3 |
inf*@r**********.com |
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| Raymond James & Associates |
300 Rancheros Dr Ste 200, San Marcos, CA 92069 |
|
76079xxxx8 |
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| The Striker Group - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx8 |
acm***********@m************.com |
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| Saomarcos David At Brookstreet Securities |
9320 Carmel Mountain Rd San Diego, CA 92129 |
|
85853xxxx0 |
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| Hilton Tax Shelter Advisory Service |
4280 Highland Dr Carlsbad, CA 92008 |
|
76043xxxx9 |
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| Edward Jones - Financial Advisor: Burton I Grantham |
111 Chesterfield Dr Ste 119 uite 119 Cardiff By The Sea, CA 92007 |
|
76063xxxx4 |
a.j*********@e**********.com |
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| Edward Jones - San Diego Financial Advisor - Mike Quinn |
13400 Sabre Springs Pkwy Ste 160 San Diego, CA 92128 |
|
85867xxxx2 |
a.j*********@e**********.com |
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| Goodrich Financial Group |
16835 W Bernardo Dr Ste 105, San Diego, CA 92127 |
|
85848xxxx0 |
deb****@g*********.com |
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| Birchwood Capital |
2385 Camino Vida Roble #100, Carlsbad, CA 92011 |
|
76023xxxx3 |
ale*@b***************.com |
5 |
16 |
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| Carlsbad Wealth Advisory Group |
5927 Balfour Ct Ste 207, Carlsbad, CA 92008 |
|
76060xxxx2 |
aso****@c*************.com |
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| Blankinship & Foster |
420 Stevens Ave Ste 250 Solana Beach, CA 92075 |
|
85875xxxx6 |
b@b*********.com |
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| Coronado Investment Advisors, LLC |
2794 Gateway Rd #115, Carlsbad, CA 92009 |
|
61956xxxx0 |
bra**@c************.com |
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| Edward Jones |
555 Country Club Dr Escondido, CA 92029 |
|
76074xxxx2 |
a.j*********@e**********.com |
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| Title 365 |
2111 Palomar Airport Rd Ste 130, Carlsbad, CA 92011 |
|
87736xxxx5 |
inf*@t*******.com |
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1500 |
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| Steelpoint Capital Partners LP |
2081 Faraday Ave, Carlsbad, CA 92008 |
|
85876xxxx0 |
chr********@s***********.com |
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| Cameron Vroom - Associate Financial Advisor, Ameriprise Financial Services |
16950 Via De Santa Fe 5060 - 103, Rancho Santa Fe, CA 92067 |
|
76070xxxx0 |
cam**********@a***.com |
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| MH & Associates |
2888 Loker Ave W #318, Carlsbad, CA 92010 |
|
76051xxxx1 |
adm**@m**************.com |
5 |
2 |
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| Norton, William, AGT |
5927 Balfour Ct, Carlsbad, CA 92008 |
|
76080xxxx4 |
ann*******@a***.com |
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160 |
|
163 |
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| Edward Jones - Financial Advisor: Vicente Hinojosa III |
1800 Thibodo Rd Ste 250, Vista, CA 92081 |
|
76059xxxx0 |
a.j*********@e**********.com |
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|
87384 |
|
100000 |
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| Marie Accunzo - Ameriprise Financial Services |
5927 Balfour Ct Ste 207 Carlsbad, CA 92008 |
|
76060xxxx4 |
ali**********@a***.com |
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| Pacific Financial Designs Inc |
2111 Palomar Airport Rd #330, Carlsbad, CA 92011 |
|
80073xxxx7 |
pat@t**********.com |
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| TradeScore |
9918 Carmel Mountain Rd San Diego, CA 92129 |
|
61979xxxx0 |
tra***********@w*********.ru |
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| Natemax |
1034 La Reina Dr San Marcos, CA 92078 |
|
76048xxxx5 |
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| Vestra Financial Group |
191 Calle Magdalena Ste 260, Encinitas, CA 92024 |
|
76043xxxx0 |
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| Edward Jones - Financial Advisor: Trevor Heglund |
2424 Vista Way Ste 325 Oceanside, CA 92054 |
|
76043xxxx1 |
a.j*********@e**********.com |
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| Driven Financial |
29991 Canyon Hills Rd Ste 1709 Lake Elsinore, CA 92532 |
|
95164xxxx7 |
inf*@d********.com |
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| One San Diego Financial Strategies |
5857 Owens Ave, Carlsbad, CA 92008 |
|
76076xxxx5 |
cso****@o***********.com |
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| Shusterman Financial Services |
11545 W Bernardo Ct Ste 202, San Diego, CA 92127 |
|
85867xxxx0 |
bry***@s***************.com |
|
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| Morgan Stanley |
5796 Armada Dr Ste 200 Carlsbad, CA 92008 |
|
76093xxxx0 |
aal*******@m************.com |
5 |
2 |
5 |
1 |
|
|
113169 |
3052 |
130000 |
|
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| Carl Investment Corp |
1820 S Escondido Blvd, Escondido, CA 92025 |
|
76074xxxx8 |
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|
| William Norton - Private Wealth Advisor, Ameriprise Financial Services, LLC |
5927 Balfour Ct STE 207, Carlsbad, CA 92008 |
|
76080xxxx4 |
|
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|
| Smart Property Management, Inc. |
300 Carlsbad Village Dr #217, Carlsbad, CA 92008 |
|
76060xxxx2 |
inf*@s********.com |
4.2 |
5 |
|
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| Armada Wealth Management Group - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
83373xxxx9 |
int**********@m************.com |
|
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| Axxcess Wealth Management, LLC |
6005 Hidden Valley Rd, Carlsbad, CA 92011 |
|
85821xxxx7 |
adm**@a************.com |
|
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| Goal Line Wealth Management |
674 Via De La Valle, Solana Beach, CA 92075 |
|
85834xxxx5 |
|
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| JCF Capital Markets |
2173 Salk Ave Ste 250 Carlsbad, CA 92008 |
|
76093xxxx1 |
inf*@j****************.com |
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| Retirement Solutions |
5857 Owens Ave Ste 110 Carlsbad, CA 92008 |
|
76060xxxx0 |
che*****@2***.com |
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| Merrill Lynch Wealth Management |
5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067 |
|
85838xxxx2 |
ali*************@m*.com |
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| Edward Jones - Financial Advisor: Dimitris P Magemeneas |
157 N Twin Oaks Valley Rd Ste 130 San Marcos, CA 92069 |
|
76075xxxx3 |
a.j*********@e**********.com |
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1 |
2 |
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| Atterbury Investment Management |
1902 Wright Pl Ste 200, Carlsbad, CA 92008 |
|
76028xxxx0 |
cla**@c*************.com |
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| Rodrigo Oliva - Private Wealth Advisor, Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
4 |
3 |
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| U.S. Bancorp Investments - Financial Advisors: Carlsbad |
7730 El Camino Real, Carlsbad, CA 92009 |
|
76094xxxx1 |
aar************@u*****.com |
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345236 |
5470 |
348000 |
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| Shane Kochon - Financial Advisor, Ameriprise Financial Services |
500 La Terraza Blvd Ste 150, Escondido, CA 92025 |
|
85878xxxx0 |
dns*****@a***.com |
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215 |
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| Hailey Asset Management |
6876 Embarcadero Ln Carlsbad, CA 92011 |
|
70250xxxx0 |
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| College Planning Source |
10875 Rancho Bernardo Rd Ste 106, San Diego, CA 92127 |
|
85867xxxx0 |
cas******@c********************.com |
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4.5 |
11 |
392 |
4 |
404 |
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| Martinez & Winter |
325 W 3rd Ave, Escondido, CA 92025 |
|
76074xxxx6 |
dav**@m****************.com |
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2 |
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| Stancorp Investments Advisers |
700 Garden View Ct Ste 204 Encinitas, CA 92024 |
|
76063xxxx7 |
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| Independent Capital Management, Inc. |
5780 Fleet St, Carlsbad, CA 92008 |
|
76080xxxx6 |
a.a@i***********.com |
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| G5 Realty Group |
8250 White Oak Ave Ste 102 Rancho Cucamonga, CA 91730 |
|
90929xxxx0 |
abl******@k*.com |
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5 |
13 |
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| Edward Jones - Financial Advisor: Citadel N Penn |
5962 La Place Ct Ste 160, Carlsbad, CA 92008 |
|
76081xxxx6 |
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| Ryconn Property Management |
3121 Tiger Run Ct Suite 106, Carlsbad, CA 92010 |
|
86696xxxx7 |
asa******@r*****.com |
5 |
1 |
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5 |
5 |
50 |
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82 |
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| Thomas J. Dobransky & Associates |
13400 Sabre Springs Pkwy Ste 260 San Diego, CA 92128 |
|
85866xxxx8 |
Tho*************@l**.com |
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| Investors Property Management Group |
2181 El Camino Real #206, Oceanside, CA 92054 |
|
76096xxxx4 |
j.v******@i*****.com |
4.7 |
7 |
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| Merrill Lynch Wealth Management |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx0 |
ale*********@m*.com |
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| Creative Planning |
12760 High Bluff Dr Ste 210 San Diego, CA 92130 |
|
86627xxxx8 |
a.j******@c***************.com |
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| General Re New England Asset Management |
12707 High Bluff Dr San Diego, CA 92130 |
|
85879xxxx7 |
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| Global Resource Investments |
1910 Palomar Point Way Ste 200, Carlsbad, CA 92008 |
|
76094xxxx9 |
ask****@s***.org |
3.3 |
7 |
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| Edward Jones - Financial Advisor: Richard Hachigian |
7740 El Camino Real, Carlsbad, CA 92009 |
|
76063xxxx7 |
a.j*********@e**********.com |
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85136 |
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| Gary P Endres - Stifel Nicolaus |
5780 Fleet St Ste 250 Carlsbad, CA 92008 |
|
76080xxxx0 |
end****@s*****.com |
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| Raymond James Financial Services |
138 Civic Center Dr, Vista, CA 92084 |
|
76063xxxx4 |
aar************@r***********.com |
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| Edward Jones - Financial Advisor: Terence Seymour |
7220 Avenida Encinas Suite 110 A Carlsbad, CA 92011 |
|
76043xxxx3 |
a.j*********@e**********.com |
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| Ameriprise Financial Advisors |
1125 Monterey Vista Pl Encinitas, CA 92024 |
|
85865xxxx4 |
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| Sprott Asset Management USA Inc |
1910 Palomar Point Way, Carlsbad, CA 92008 |
|
86653xxxx6 |
con****@s***********.com |
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| Edward Jones - Financial Advisor: Henry DeMatteis III |
911 Hacienda Dr, Vista, CA 92081 |
|
76047xxxx0 |
a.j*********@e**********.com |
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| National Asset Direct Inc |
10815 Rancho Bernardo Rd, San Diego, CA 92127 |
|
85848xxxx1 |
abo***@n******************.com |
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| Ameriprise Financial Advisors |
13520 Evening Creek Dr N Ste 110 San Diego, CA 92128 |
|
85876xxxx0 |
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| WealthBuilders |
111 C St Encinitas, CA 92024 |
|
40864xxxx8 |
eri*@w*********.com |
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5 |
12 |
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| RAD Dad Wallet |
Fullerton, CA 92831 |
|
71425xxxx7 |
my@r***********.com |
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| PracticeCFO |
13400 Sabre Springs Pkwy Ste 255 San Diego, CA 92128 |
|
80067xxxx2 |
aar**@p**********.com |
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5 |
23 |
5 |
6 |
219 |
4 |
247 |
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| Edward Jones |
11440 W Bernardo Ct Ste 273, San Diego, CA 92127 |
|
85848xxxx4 |
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| Paradigm Investment Group |
5315 Avenida Encinas, Carlsbad, CA 92008 |
|
76043xxxx0 |
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| Retirement Solutions Inc |
5857 Owens Ave # 110, Carlsbad, CA 92008 |
|
76060xxxx0 |
che*****@2***.com |
|
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| Edward Jones - Financial Advisor: J.Robby Robinson |
300 Carlsbad Village Dr Ste 119 Carlsbad, CA 92008 |
|
76043xxxx5 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Terence Seymour, CRPC™ |
7220 Avenida Encinas Suite 110 A, Carlsbad, CA 92011 |
|
76043xxxx3 |
a.j*********@e**********.com |
|
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| VOLTRON CAPITAL |
300 Carlsbad Village Dr, Carlsbad, CA 92008 |
|
76030xxxx8 |
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| Nuvida Property |
1104 Camino Del Mar, Del Mar, CA 92014 |
|
85879xxxx1 |
|
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| Financial Sense |
10809 Thornmint Rd Fl 2 San Diego, CA 92127 |
|
85848xxxx9 |
ang*********@f*************.com |
|
|
1 |
3 |
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|
3194 |
3 |
3200 |
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| Aldrich Wealth Advisors |
1903 Wright Pl #180, Carlsbad, CA 92008 |
|
76043xxxx0 |
ada*@a**************.com |
|
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| Icm Private Client Group |
5780 Fleet St Ste 170 Carlsbad, CA 92008 |
|
76080xxxx6 |
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| Raymond James Financial Services |
138 Civic Center Dr Ste 207, Vista, CA 92084 |
|
76063xxxx4 |
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|
| The Financial Team |
6790 Embarcadero Ln #100, Carlsbad, CA 92011 |
|
76044xxxx2 |
ane@t***************.com |
5 |
2 |
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|
100 |
2 |
105 |
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| Blankinship & Foster |
420 Stevens Ave, Solana Beach, CA 92075 |
|
85875xxxx6 |
b@b*********.com |
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|
| Andrew Marshall Financial, LLC |
5857 Owens Ave #300, Carlsbad, CA 92008 |
|
76065xxxx5 |
and***@a**********************.com |
5 |
1 |
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| Market Capital Management |
2906 Roosevelt St Ste 100 Carlsbad, CA 92008 |
|
76043xxxx5 |
ale*******@m**********************.com |
|
|
4.3 |
6 |
|
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| Ameriprise Financial Advisors - Thompson & Associates |
13520 Evening Crk Dr N Ste 110 San Diego, CA 92128 |
|
85879xxxx8 |
|
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|
| Harmatz Investment Corporation |
380 S Melrose Dr Ste 300, Vista, CA 92081 |
|
76064xxxx0 |
|
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| Edward Jones - Financial Advisor: Victor Manzanilla |
1921 W San Marcos Blvd, Ste 100 San Marcos, CA 92078 |
|
76073xxxx4 |
a.j*********@e**********.com |
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|
| Morris Wealth Management |
701 Palomar Airport Rd #300, Carlsbad, CA 92011 |
|
76093xxxx2 |
kel**@m************.com |
3.7 |
9 |
|
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|
| Alliance Mgmt & Insurance Services-AMIS |
355 Via Vera Cruz San Marcos, CA 92078 |
|
76047xxxx6 |
inf*@a************.com |
2.1 |
7 |
3 |
4 |
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|
| Edward Jones - Financial Advisor: Matt Leonard, CFP® |
2121 Palomar Airport Rd Suite 100, Carlsbad, CA 92011 |
|
76043xxxx7 |
a.j*********@e**********.com |
4.7 |
3 |
|
|
|
|
87605 |
|
100000 |
|
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|
| Alupka Asset Management |
1155 Camino Del Mar Ste 131 Del Mar, CA 92014 |
|
76023xxxx7 |
nic*@a*************.com |
|
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| Sunrise Capital Partners L P |
1000 Aviara Parkway, Suite 205, Carlsbad, CA 92011 |
|
87745xxxx1 |
arc*************@s*************.com |
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| Cardiff Park Advisors |
338 Via Vera Cruz, San Marcos, CA 92078 |
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76063xxxx6 |
ama******@c**********.com |
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| Edward Jones - Financial Advisor: John A. Lacey |
3129 Tiger Run Ct Ste A-102, Carlsbad, CA 92010 |
|
76072xxxx8 |
a.j*********@e**********.com |
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315 |
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| Raymond James Financial Services |
260 W Crest St, Escondido, CA 92025 |
|
76048xxxx0 |
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| Sunrise Capital Partners |
16950 Via de Santa Fe Suite 5060-153 Rancho Santa Fe, CA 92067 |
|
87745xxxx1 |
awa***@s*************.com |
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| Beacon Retirement Planning Group |
2100 Palomar Airport Rd Ste 214-8 Carlsbad, CA 92011 |
|
85534xxxx3 |
dmc*****@b*******.com |
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2 |
3 |
2 |
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| City National Bank - Carlsbad |
2011 Palomar Airport Rd Ste 100 Carlsbad, CA 92011 |
|
76091xxxx0 |
ava********@c**.com |
5 |
2 |
5 |
2 |
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5371 |
151 |
5900 |
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| Seaside Wealth Management |
6154 Innovation Way, Carlsbad, CA 92009 |
|
76073xxxx0 |
al@s************.com |
5 |
42 |
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198 |
9 |
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| John X. Condos - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx8 |
acm***********@m************.com |
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| Beacon Retirement Planning Group |
960 Canterbury Pl Ste 110 Escondido, CA 92025 |
|
85534xxxx3 |
dmc*****@b*******.com |
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| DeVore Financial Advisors |
1260 San Elijo Rd N San Marcos, CA 92078 |
|
76082xxxx9 |
lau**@d*******.com |
5 |
1 |
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| Michael Sperlinga - Morgan Stanley |
5796 Armada Dr Ste 200, Carlsbad, CA 92008 |
|
76060xxxx0 |
acc**********@m************.com |
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| Investor Finance |
2211 Encinitas Blvd Encinitas, CA 92024 |
|
76043xxxx4 |
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| Providence Capital Group Inc |
183 Calle Magdalena, Encinitas, CA 92024 |
|
76094xxxx3 |
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1 |
1 |
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| Aro Partners |
1015 Chestnut Ave Ste A3 Carlsbad, CA 92008 |
|
76043xxxx4 |
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5 |
1 |
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| Castle Creek Capital |
6051 El Tordo Rancho Santa Fe, CA 92091 |
|
85875xxxx0 |
acc********@c**********.com |
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| Wj Commercial Enterprises |
555 2nd St Ste 3 Encinitas, CA 92024 |
|
76023xxxx9 |
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| Ameriprise Financial Advisors |
221 N Rios Ave Solana Beach, CA 92075 |
|
85879xxxx9 |
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| Savvy Doc Financial Planners |
2131 Palomar Airport Rd #330, Carlsbad, CA 92011 |
|
76069xxxx0 |
inf*@s*******.com |
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| CalVet Lending |
7137 Linden Ter, Carlsbad, CA 92011 |
|
76080xxxx0 |
joh*@c************.com |
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4 |
5 |
2 |
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| San Diego Tax & Financial Associates |
5900 Pasteur Ct Ste 115, Carlsbad, CA 92008 |
|
76061xxxx9 |
inf*@s********.com |
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| Pacific Blue Investments |
777 Highway 101 Ste 112 Solana Beach, CA 92075 |
|
61999xxxx2 |
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1 |
1 |
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| Scott Morgosh Dba 10 Star Asset Mgmt |
5800 Armada Dr, Carlsbad, CA 92008 |
|
76093xxxx0 |
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| Alder CAP |
1223 Camino Del Mar, Del Mar, CA 92014 |
|
85825xxxx2 |
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| Business Plan Writer Pro |
1120 S Pacific St Ste A Oceanside, CA 92054 |
|
76096xxxx5 |
pet**@b********************.com |
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1 |
3 |
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| Merrill Lynch Wealth Management |
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011 |
|
76093xxxx0 |
bro*********@m*.com |
5 |
1 |
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| Edward Jones |
3548 Seagate Way Ste 120, Oceanside, CA 92056 |
|
76023xxxx2 |
a.j*********@e**********.com |
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| Aureus Wealth Management |
1902 Wright Pl Ste 216 Carlsbad, CA 92008 |
|
76054xxxx7 |
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| Merrill Lynch Financial Advisor Sean E McSweeny |
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011 |
|
76093xxxx2 |
ali*************@m*.com |
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| Ameriprise Financial Advisors |
3975 Via Holgura San Diego, CA 92130 |
|
85879xxxx3 |
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| City National Bank - Solana Beach |
937 Lomas Santa Fe Dr Ste 100 Solana Beach, CA 92075 |
|
85850xxxx0 |
aba*******@n*******.cnb |
4 |
4 |
5 |
3 |
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|
5371 |
151 |
5900 |
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| The Real House Flippers |
Oceanside, CA 92054 |
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| Premiere Properties |
6183 Paseo Del Norte, Carlsbad, CA 92011 |
|
76043xxxx0 |
inf*@r*******.com |
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| LPL Financial |
5927 Balfour Ct STE 101, Carlsbad, CA 92008 |
|
76043xxxx2 |
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| FFR Trading |
Serving theCarlsbad Area |
|
83240xxxx0 |
inf*@f*********.com |
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5 |
3 |
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| Scottrade - Online Trading & Stock |
16449 Bernardo Center Dr, San Diego, CA 92128 |
|
85867xxxx0 |
dns*****@s*****.com |
|
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|
393351 |
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| Abaco Asset Management |
2236 Encinitas Blvd Ste B Encinitas, CA 92024 |
|
76094xxxx6 |
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| Guardian Capital |
5780 Fleet St #225, Carlsbad, CA 92008 |
|
76026xxxx1 |
aci***@g***************.com |
5 |
1 |
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| Highcrest Management Group |
2038 Corte Del Nogal, Carlsbad, CA 92011 |
|
65020xxxx0 |
arc********@h*************.com |
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| Edward Jones - Financial Advisor: Trey Gallegos |
11440 W Bernardo Ct Ste 262, San Diego, CA 92127 |
|
85852xxxx6 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
|
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|
| Beacon Retirement Planning Group, Inc. |
2100 Palomar Airport Rd Suite 214-8, Carlsbad, CA 92011 |
|
85534xxxx3 |
doe**@b*******.com |
5 |
1 |
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| IDA Wealth - Intelligence Driven Advisers |
2792 Gateway Rd, Carlsbad, CA 92009 |
|
88876xxxx1 |
bno***@g****.com |
5 |
56 |
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|
| Terry Wealth Management |
2710 Loker Ave W Suite 220, Carlsbad, CA 92010 |
|
76085xxxx0 |
sha**@t**********.com |
|
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|
200 |
|
203 |
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|
| Wealthrise Financial Planning, LLC |
5938 Priestly Dr, Carlsbad, CA 92008 |
|
76050xxxx8 |
she****@w************.com |
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| Haydis Deborah E Financial Advisor Ameriprise Financial Services Inc |
Fallbrook, CA 92028 |
|
76072xxxx3 |
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| Compass Consulting |
1700 Aviara Pkwy #131176, Carlsbad, CA 92013 |
|
76047xxxx0 |
eri*@c****************.com |
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| Gottlieb Wealth Management |
2173 Salk Ave Ste 250, Carlsbad, CA 92008 |
|
76057xxxx6 |
jer***@g***********************.com |
|
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|
| Callahan Capital Management & Insurance |
4765 Keswick Ct, San Diego, CA 92130 |
|
85862xxxx0 |
col****@c******************.com |
|
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|
1098 |
|
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|
| Merrill Lynch Wealth Management |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76030xxxx1 |
|
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|
| Miller Wealth Management |
1901 Camino Vida Roble STE 112, Carlsbad, CA 92008 |
|
76085xxxx8 |
inf*@m*******.com |
5 |
2 |
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|
| Wealth Management Group |
2035 Corte Del Nogal, Carlsbad, CA 92011 |
|
76099xxxx9 |
mar*@w****.com |
|
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|
| Edward Jones - Financial Advisor: Katy Conser |
3451 Via Montebello Ste 196, Carlsbad, CA 92009 |
|
76063xxxx7 |
a.j*********@e**********.com |
|
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4 |
|
4 |
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|
| Edward Jones - Financial Advisor: Dominic M Eaquinto |
2424 Vista Way Ste 325, Oceanside, CA 92054 |
|
76043xxxx1 |
|
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|
| Jim Lackey Associates |
2240 Encinitas Blvd Ste D, 109 Encinitas, CA 92024 |
|
85869xxxx0 |
jim@j********.net |
|
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| Edward Jones - Financial Advisor: Chad D Waters |
Del Mar, CA 92014 |
|
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|
| Frank Tirado - Financial Advisor, Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
|
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|
| AKT Wealth Advisors |
5946 Priestly Dr Ste 200, Carlsbad, CA 92008 |
|
76043xxxx0 |
ama****@a*****.com |
|
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|
| Chad D Waters - Edward Jones |
2588 S El Camino Real Ste 201 Encinitas, CA 92024 |
|
76075xxxx5 |
a.j*********@e**********.com |
|
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| Engage in Wealth |
12707 High Bluff Dr Ste 200 San Diego, CA 92130 |
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85879xxxx4 |
bar**@e*************.com |
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| Laura Benintend, Private Fiduciary |
Encinitas, CA 92023 |
|
76045xxxx4 |
lau****************@c*************.com |
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| Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. |
2173 Salk Ave Ste 250 Carlsbad, CA 92008 |
|
94971xxxx0 |
bbo***@d******************.com |
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5 |
4 |
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| Stone Beacon Capital |
1917 Palomar Oaks Way Suite 140, Carlsbad, CA 92008 |
|
76022xxxx7 |
cha*********@s*****************.com |
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3791 |
79 |
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| Torrey Hills Capital |
16236 San Dieguito Rd, Rancho Santa Fe, CA 92091 |
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85875xxxx7 |
aa@s****.com |
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| First Republic Bank |
1110 Camino Del Mar Del Mar, CA 92014 |
|
85875xxxx0 |
aac**********@f************.com |
5 |
5 |
4.2 |
5 |
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89717 |
260 |
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| Landry Financial Inc |
717 Lazarette Way, Carlsbad, CA 92011 |
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76047xxxx6 |
tim@l**************.com |
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| Michael J Lucia & Associates |
13400 Sabre Springs Pkwy Ste 235 San Diego, CA 92128 |
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85866xxxx0 |
cbl***@l*************.com |
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| Edward Jones - Financial Advisor: Spencer M. Birch |
1 Civic Center Dr Ste 264 San Marcos, CA 92069 |
|
76041xxxx5 |
a.j*********@e**********.com |
5 |
1 |
5 |
1 |
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| Gebhart & Associates Inc |
301 N Vine St, Fallbrook, CA 92028 |
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76073xxxx1 |
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| Kent Thompson - Ameriprise Financial Services |
13520 Evening Creek Dr N Ste 110 San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
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| The Greystone Group |
3840 Via De La Valle Ste 200, Del Mar, CA 92014 |
|
85879xxxx0 |
jsm***@t****************.com |
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| Aureus Wealth Management |
1902 Wright Pl 2nd Floor, Carlsbad, CA 92008 |
|
76091xxxx0 |
eva*******@a*********************.com |
5 |
7 |
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| Edward Jones - Financial Advisor: Walter A Bowser II |
162 S Rancho Santa Fe Rd Ste E-20 Encinitas, CA 92024 |
|
76094xxxx5 |
a.j*********@e**********.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Todd W Stucker |
1265 Carlsbad Village Dr Ste 220, Carlsbad, CA 92008 |
|
76072xxxx0 |
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| Red Crown Capital, LLC |
2173 Salk Ave Ste 250, Carlsbad, CA 92008 |
|
76057xxxx4 |
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| GenBridge Wealth Management Group - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx0 |
int**********@m************.com |
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| APyk Investments |
San Diego, CA 92113 |
|
61945xxxx4 |
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| Market Capital Management, Inc. |
2906 Roosevelt St, Carlsbad, CA 92008 |
|
76043xxxx5 |
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| Clark Realty Advisors |
7040 Avenida Encinas #104, Carlsbad, CA 92011 |
|
85843xxxx2 |
ant****@c******************.com |
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| WWM Financial |
2131 Palomar Airport Rd #330, Carlsbad, CA 92011 |
|
76069xxxx0 |
cat******@w***********.com |
3.7 |
3 |
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| Allstate Personal Financial Representative: Robert Hughes |
305 W Aviation Rd, Fallbrook, CA 92028 |
|
90924xxxx3 |
a****00@a*******.com |
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| Morgan Stanley |
6037 La Flecha, Rancho Santa Fe, CA 92067 |
|
85861xxxx0 |
acm***********@m************.com |
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| Edward Jones - Financial Advisor: Jon Dickson |
1099 S Mission Rd, Fallbrook, CA 92028 |
|
76073xxxx7 |
a.j*********@e**********.com |
5 |
2 |
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56 |
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| Merritt Financial Services |
701 Palomar Airport Rd Ste 300 Carlsbad, CA 92011 |
|
76044xxxx0 |
inf*@m***********************.com |
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| Edward Jones - Financial Advisor: Andrew W Shaw |
111 Chesterfield Dr Ste 119, Cardiff By The Sea, CA 92007 |
|
76063xxxx4 |
a.j*********@e**********.com |
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85136 |
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| Erik Simmons - Financial Advisor, Ameriprise Financial Services, LLC |
2131 Palomar Airport Rd Ste 203, Carlsbad, CA 92011 |
|
76080xxxx0 |
dns*****@a***.com |
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| Eric A Philippart - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx8 |
acm***********@m************.com |
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| WestPac® Wealth Partners (Carlsbad) |
2888 Loker Ave E #219, Carlsbad, CA 92010 |
|
76058xxxx8 |
n@w********************.com |
5 |
1 |
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| Legacy Wealth Builders |
San Marcos, CA 92078 |
|
76059xxxx7 |
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| Edward Jones - Financial Advisor: Peter A Susic, CFP®|CFA® |
2888 Loker Ave E Suite 304, Carlsbad, CA 92010 |
|
76047xxxx0 |
a.j*********@e**********.com |
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124 |
10 |
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| Sterling Global Strategies |
1808 Aston Ave, Carlsbad, CA 92008 |
|
76060xxxx1 |
aak*****@s**********.com |
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| Financial Planning Solutions, Inc. |
2784 Gateway Rd, Carlsbad, CA 92009 |
|
76092xxxx0 |
b.s******@f**************.net |
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| Afick Sharar - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx3 |
acm***********@m************.com |
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| New Pathway |
2160 Barranca Pkwy Ste 1076 Irvine, CA 92606 |
|
94977xxxx8 |
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| Millennium Trust Company |
5982 La Place Ct, Carlsbad, CA 92008 |
|
76043xxxx0 |
acc************@i***************.com |
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| Financial Planning Solutions, Inc. |
2784 Gateway Rd STE 102, Carlsbad, CA 92009 |
|
76092xxxx0 |
*re*@f**************.net |
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| Sodexo |
2171 S El Camino Real Oceanside, CA 92054 |
|
76072xxxx1 |
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| Amy T. Sharp, CFP |
2038 Corte Del Nogal, Carlsbad, CA 92011 |
|
76044xxxx4 |
amy@a****************.com |
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| Sweeten Wealth Management |
2244 Faraday Ave Ste 90 Carlsbad, CA 92008 |
|
80084xxxx6 |
ala*********@l**.com |
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| Forex Native |
Encinitas, CA 92023 |
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| Frank Financial Advisors |
2710 Loker Ave W #230, Carlsbad, CA 92010 |
|
76043xxxx0 |
kas**********@f*********************.com |
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| Vantedge Wealth Management |
1921 Palomar Oaks Way #100 A, Carlsbad, CA 92008 |
|
76075xxxx2 |
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| Rom Investments |
3790 Via De La Valle Del Mar, CA 92014 |
|
85875xxxx7 |
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| Edward Jones |
1401 Camino Del Mar Ste 102, Del Mar, CA 92014 |
|
85875xxxx9 |
a.j*********@e**********.com |
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74 |
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| Edward Jones - Financial Advisor: Jason R Berg |
Del Mar, CA 92014 |
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|
| Merrill Lynch Wealth Management |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
ali*************@m*.com |
3 |
2 |
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| Comprehensive Advisor |
2011 Palomar Airport Rd #302, Carlsbad, CA 92011 |
|
76081xxxx5 |
bre**@c*******************.com |
5 |
2 |
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| Ashcraft Investment Co |
4401 Manchester Ave, Encinitas, CA 92024 |
|
76063xxxx0 |
aly**@a******************.com |
|
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1 |
1 |
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| Guide My Finances |
1265 Carlsbad Village Dr Ste 201 Carlsbad, CA 92008 |
|
76054xxxx5 |
ama***@g**************.com |
|
|
4.9 |
25 |
|
|
538 |
2 |
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|
| First National Bullion - Del Mar |
1125 Camino Del Mar Ste C Del Mar, CA 92014 |
|
85850xxxx6 |
inf*@f*******************.com |
5 |
74 |
4.8 |
36 |
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| Educator's Financial Planning |
2164 Edinburg Ave, Cardiff By The Sea, CA 92007 |
|
76063xxxx0 |
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| Hansberger Global Investors |
312 S Cedros Ave Ste 230, Solana Beach, CA 92075 |
|
85825xxxx6 |
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| Selective Benefit Specialists |
1261 Liberty Way, Vista, CA 92081 |
|
86680xxxx9 |
jny****@1**.com |
|
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| Certified Investment Recovery |
990 Highland Dr Ste 105A, Solana Beach, CA 92075 |
|
85834xxxx6 |
|
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| Financial Focus |
1917 Palomar Oaks Way, Carlsbad, CA 92008 |
|
76043xxxx0 |
bar*************@f****************.com |
|
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|
| Longhouse Wealth Management |
187 Calle Magdalena Ste 103 Encinitas, CA 92024 |
|
76064xxxx0 |
con****@l**********.com |
5 |
8 |
5 |
1 |
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78 |
6 |
80 |
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| Solomon Wealth Management |
531 Encinitas Blvd Ste 200 Encinitas, CA 92024 |
|
76043xxxx5 |
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5 |
1 |
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| AZCA Financial Group |
2888 Loker Ave E #204, Carlsbad, CA 92010 |
|
76060xxxx2 |
cfr**@c******.com |
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| Intrepid Wealth Management |
5780 Fleet St suite 170 suite 170, Carlsbad, CA 92008 |
|
76080xxxx4 |
bca**@i*********.com |
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| GFH Financial |
2131 Palomar Airport Rd STE 214, Carlsbad, CA 92011 |
|
76044xxxx0 |
gre**@g***********.com |
5 |
3 |
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| Cornerstone Wealth Management |
17140 Bernardo Center Dr Ste 206, San Diego, CA 92128 |
|
85867xxxx0 |
ash***@c************.com |
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| Totem Enterprises Inc. |
6006 El Vuelo, Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
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| Mark A Lucia - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx6 |
acm***********@m************.com |
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| Pemco Capital Management |
144 W D St, Encinitas, CA 92024 |
|
85891xxxx9 |
lam***@p************.com |
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| Heritage Financial Services Inc |
11440 W Bernardo Ct Ste 238, San Diego, CA 92127 |
|
85848xxxx1 |
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5 |
4 |
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| Wealthbridge Advisors |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76075xxxx2 |
ada*********@w***********.com |
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| Clyman & Associates |
1991 Village Park Way Ste 201A Encinitas, CA 92024 |
|
76075xxxx1 |
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| Totem Enterprises, Inc. |
6006 El Tordo Ste 200, Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
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| Edward Jones - Financial Advisor: Dimitris P Magemeneas |
157 N Twin Oaks Valley Rd, San Marcos, CA 92069 |
|
76075xxxx3 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Brian V Schrock, CFP®|AAMS™ |
1434 S Mission Rd Ste B, Fallbrook, CA 92028 |
|
76073xxxx4 |
a.j*********@e**********.com |
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87384 |
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100000 |
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| Northwestern Mutual |
5780 Fleet St Suite 200, Carlsbad, CA 92008 |
|
76079xxxx0 |
aar********@n*****************.com |
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104963 |
15700 |
106524 |
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| Edward Jones |
277 Rancheros Dr Ste 170, San Marcos, CA 92069 |
|
76047xxxx4 |
a.j*********@e**********.com |
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122 |
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| Morgan Stanley |
5800 Armada Dr, Carlsbad, CA 92008 |
|
76043xxxx0 |
int**********@m************.com |
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| A. Kelley Shooter Financial Services |
6106 La Flecha Ste 206, Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
ant************@w*****************.com |
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| Edward Jones |
11770 Bernardo Plaza Ct Ste 366, San Diego, CA 92128 |
|
85867xxxx7 |
a.j*********@e**********.com |
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87358 |
|
99000 |
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| Merrill Lynch Wealth Management |
1615 S Mission Rd, Fallbrook, CA 92028 |
|
76073xxxx1 |
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| Hunter Chase & Co |
2038 Corte Del Nogal Ste 100 Carlsbad, CA 92011 |
|
76080xxxx0 |
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| Luminate Financial Services |
300 Carlsbad Village Dr Suite 216, Carlsbad, CA 92008 |
|
76043xxxx3 |
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| Centered Financial |
701 Palomar Airport Rd #300, Carlsbad, CA 92011 |
|
76093xxxx9 |
c18*****************************@s*****.wixpress |
5 |
1 |
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| The Financial Team Inc |
5740 Fleet St Ste 120, Carlsbad, CA 92008 |
|
76044xxxx2 |
ane@t***************.com |
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| Transworld Business Advisors of San Diego North |
701 Palomar Airport Rd SUITE 125, Carlsbad, CA 92011 |
|
76060xxxx1 |
aal*@t*****.com |
4.6 |
18 |
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| Corner Escrow |
2141 Palomar Airport Rd Ste 100, Carlsbad, CA 92011 |
|
76023xxxx3 |
alb****@c***********.com |
3 |
2 |
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| The Antone Financial Group, Inc. |
701 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76073xxxx9 |
gar*@a**************.com |
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| Freedom Mortgage |
5900 La Pl Ct, Ste107 Carlsbad, CA 92008 |
|
76044xxxx0 |
aar*********@f**************.com |
|
|
1.6 |
71 |
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|
99989 |
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| Wilson David |
139 E 3rd Ave, Escondido, CA 92025 |
|
76074xxxx9 |
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| Waypoint Partners |
853 Camino Del Mar, Del Mar, CA 92014 |
|
85875xxxx1 |
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| Edward Jones Investments |
1800 Thibodo RdSuite 250, Vista 92081 |
|
76059xxxx0 |
a.j*********@e**********.com |
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| Taag Investment Management |
777 S Highway 101, Solana Beach, CA 92075 |
|
85872xxxx0 |
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| Morgan Stanley Wealth Management |
5796 Armada Dr, Carlsbad, CA 92008 |
|
76093xxxx0 |
aar***********@m***********************.com |
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| Rachael Jameson |
Carlsbad, CA 92008 |
|
24048xxxx3 |
|
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5 |
3 |
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| Lance Silva - Prudential Financial |
2888 Loker Ave Ste 322, Carlsbad, Ca 92010 |
|
76058xxxx3 |
abc*******@p*********.com |
5 |
2 |
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| Magnum Asset International Network |
San Diego, CA 92101 |
|
85894xxxx0 |
inf*@m******.com |
|
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3.7 |
3 |
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| Chamberlain Property Management |
2653 Roosevelt St suite d, Carlsbad, CA 92008 |
|
76043xxxx3 |
adm**@c******.com |
3.3 |
52 |
|
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|
1018 |
43 |
1000 |
|
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|
| Anchor Bay Capital, Inc. |
5780 Fleet St #308, Carlsbad, CA 92008 |
|
76060xxxx0 |
|
5 |
1 |
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| Edward Jones |
4160 Oceanside Blvd Ste 163, Oceanside, CA 92056 |
|
76041xxxx5 |
a.j*********@e**********.com |
|
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| Crossroads Capital Management |
2131 Palomar Airport Rd Ste 300 Carlsbad, CA 92011 |
|
76093xxxx3 |
|
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| Bahr Investment Group |
6928 Tradewinds Dr, Carlsbad, CA 92011 |
|
76043xxxx8 |
Buy*****@D***********.com |
|
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| Michael Lade - Ameriprise Financial Advisor |
13520 Evening Creek Dr N Ste 110 San Diego, CA 92128 |
|
85856xxxx5 |
|
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| Steelman Michael |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76030xxxx1 |
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|
| Investment Management Company |
5666 La Jolla Blvd, La Jolla, CA 92037 |
|
85845xxxx2 |
inf*@i********.com |
|
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|
| Stifel Nicolaus & Company: Gary Endres |
5780 Fleet St Ste 250, Carlsbad, CA 92008 |
|
76080xxxx0 |
end****@s*****.com |
|
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| Pacific Financial Designs |
2111 Palomar Airport Rd Ste 330 Carlsbad, CA 92111 |
|
85862xxxx0 |
fre***@t**********.com |
|
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| Loranda Corp |
1953 Golden Circle Dr, Escondido, CA 92026 |
|
76048xxxx1 |
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|
| Aldrich Wealth LP |
5946 Priestly Dr, Carlsbad, CA 92008 |
|
76043xxxx0 |
878*************************************@w*****************.com |
|
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|
| Capital Asset Management |
3100 Ocean St, Carlsbad, CA 92008 |
|
76072xxxx0 |
joh*@c**************.com |
2.3 |
7 |
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| Mayes Financial Planning |
2755 Jefferson St Ste 208 Carlsbad, CA 92008 |
|
76072xxxx0 |
|
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| Melbrod Wealth Management |
13520 Evening Creek Dr N Ste 130 San Diego, CA 92128 |
|
85563xxxx3 |
inf*@m******.com |
|
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|
| Axxcess Platform |
6005 Hidden Valley Rd, Carlsbad, CA 92011 |
|
86621xxxx7 |
bry**@s*******.com |
|
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|
| Capstone Advisors |
1545 Faraday Ave, Carlsbad, CA 92008 |
|
76080xxxx0 |
abr****@t***************.com |
3.8 |
17 |
|
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|
| Best Solutions Realty |
11440 W Bernardo Ct Ste 300, San Diego, CA 92127 |
|
88840xxxx4 |
fra******@c***********.com |
|
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| PHP Agency Eagles Team- San Marcos |
1001 W San Marcos Blvd Ste 205 San Marcos, CA 92078 |
|
76085xxxx8 |
|
5 |
4 |
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| California College Planning |
11770 Bernardo Plaza Ct Ste 466, San Diego, CA 92128 |
|
85857xxxx6 |
|
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|
| Zyan Capitol Inc |
5927 Priestly Dr, Carlsbad, CA 92008 |
|
76057xxxx0 |
|
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|
| Puplava Financial Services Inc |
10809 Thornmint Rd, San Diego, CA 92127 |
|
85848xxxx9 |
aar**@p******.com |
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| Edward Jones - Financial Advisor: Vernon Allen |
4750 Oceanside Blvd Ste A 8 Oceanside, CA 92056 |
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76072xxxx7 |
a.j*********@e**********.com |
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| Savvy Women Wealth Management |
2131 Palomar Airport Rd #330, Carlsbad, CA 92011 |
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76069xxxx0 |
inf*@s******.com |
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| DBI Capital |
2151 Las Palmas Dr, Carlsbad, CA 92011 |
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76049xxxx7 |
bma******@d*********.com |
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| Fusion Financial Partners |
2150 Palomar Airport Rd STE 206, Carlsbad, CA 92011 |
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76086xxxx8 |
bfr**@f**********************.com |
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| Monterey Financial Services |
4095 Avenida De La Plata Oceanside, CA 92056 |
|
87739xxxx4 |
ago***@m****************.com |
3.4 |
1739 |
1 |
2 |
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| Ubs |
5050 Avenida Encinas Ste 370, Carlsbad, CA 92008 |
|
76091xxxx0 |
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| Rancho Equities |
162 S Rancho Santa Fe Rd Ste B80 Encinitas, CA 92024 |
|
76094xxxx6 |
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| Edward Jones - Financial Advisor: Darcy I Wolfe |
3129 Tiger Run Ct Ste A-102 Carlsbad, CA 92010 |
|
76072xxxx8 |
a.j*********@e**********.com |
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5 |
2 |
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304 |
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| Elizabeth Messick - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx2 |
acm***********@m************.com |
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| Strategic Wealth Advisors Group |
1900 Wright Pl STE 150, Carlsbad, CA 92008 |
|
76063xxxx4 |
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5 |
1 |
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| U.S. Bank - Wealth Management Banker: Art Sarkisyan |
770 Carlsbad Village Dr, Carlsbad, CA 92008 |
|
85891xxxx6 |
aar************@u*****.com |
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345237 |
5470 |
348000 |
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| New Phase Financial |
5927 Balfour Ct, Carlsbad, CA 92008 |
|
76084xxxx6 |
ec7*************************************@w*****************.com |
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| Helvetica San Diego Inc |
6005 Hidden Valley Rd, Carlsbad, CA 92011 |
|
76060xxxx0 |
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| Apex Wealth Advisors |
16496 Bernardo Center Dr, San Diego, CA 92128 |
|
85867xxxx0 |
jsm***@a*****.com |
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| Nautica Wealth Advisors |
11440 W Bernardo Ct Ste 290, San Diego, CA 92127 |
|
85825xxxx0 |
inf*@n*********.net |
4.5 |
2 |
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422 |
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426 |
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| Wells Fargo Private Bank |
6046 El Tordo, Rancho Santa Fe, CA 92067 |
|
85826xxxx0 |
acc*****************@w*********.com |
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| Edward Jones - Financial Advisor: Mark J Mertsoc |
1800 Thibodo Rd Ste 250 Vista, CA 92081 |
|
76059xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Russell T Fujii |
300 Carlsbad Village Dr Ste 119, Carlsbad, CA 92008 |
|
76043xxxx5 |
a.j*********@e**********.com |
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113 |
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| Retirement Solutions Inc. |
5857 Owens Ave Ste 110, Carlsbad, CA 92008 |
|
76060xxxx0 |
che*****@2***.com |
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| Dano Companies |
427 S Cedros Ave Ste 201 Solana Beach, CA 92075 |
|
85834xxxx2 |
dje****@d************.com |
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| LNL Financial Group |
440 S Melrose Dr, Vista, CA 92081 |
|
76059xxxx8 |
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| Western Pacific Capital Management |
322 8th St Del Mar, CA 92014 |
|
85843xxxx0 |
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| Jeff Stephan | Profit Connect/Wealth Services |
2230 Tierra Verde Rd Vista, CA 92084 |
|
85877xxxx4 |
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| Edward Jones - Financial Advisor: Dave Baldwin |
236 E Broadway, Vista, CA 92084 |
|
76063xxxx8 |
a.j*********@e**********.com |
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| Sterling Global Strategies |
701 Palomar Airport Rd Ste 300 Carlsbad, CA 92011 |
|
76069xxxx6 |
inf*@s**********.com |
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| D.A. Davidson |
1925 Palomar Oaks Way Ste 300, Carlsbad, CA 92008 |
|
76093xxxx1 |
a.a@d*********.com |
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| David Conlin |
Metlife Financial 5973 Avenida Encinas, Ste 206 Carlsbad, CA 92008 |
|
92549xxxx5 |
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1 |
1 |
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| Green & Gin Investments |
434 Benevente Dr Oceanside, CA 92057 |
|
76075xxxx1 |
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| Anchored Financial Retirement Services |
Fallbrook, CA 92028 |
|
94987xxxx4 |
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| Eudaimonia Asset Management |
215 S Highway 101, Solana Beach, CA 92075 |
|
76047xxxx7 |
aa@a**************.com |
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| Commpex Tax Strategies |
7724 Sonata Ln San Diego, CA 92127 |
|
85834xxxx8 |
inf*@c******.com |
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5 |
1 |
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73 |
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73 |
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| DLK Investment Management |
238 North Cedros Ave Ste 200 Solana Beach, CA 92075 |
|
85843xxxx0 |
bjo*****@d********.com |
5 |
1 |
5 |
1 |
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| Advanced Financial Company |
5900 Pasteur Ct, Carlsbad, CA 92008 |
|
80023xxxx2 |
acc**********@a************.com |
3.4 |
19 |
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| Tidewater Financial |
849 2nd St Encinitas, CA 92024 |
|
85870xxxx0 |
con****@t***********.com |
5 |
6 |
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| O'Reilly Wealth Advisors LLC |
6221 Paseo Alta Rico, Carlsbad, CA 92009 |
|
76050xxxx0 |
roa****@o********.com |
5 |
17 |
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256 |
|
259 |
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| Trilar Management Group |
2101 Camino Vida Roble # A, Carlsbad, CA 92011 |
|
76092xxxx0 |
|
2.8 |
10 |
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| Flores Rene investmt rep |
1340 W Valley Pkwy Escondido, CA 92029 |
|
76073xxxx0 |
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| Ranch Capital |
12730 High Bluff Dr San Diego, CA 92130 |
|
85852xxxx9 |
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| J & J Investment Company |
16475 Calle Pulido, San Diego, CA 92128 |
|
85870xxxx2 |
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| Raintree Property Management |
7245 Sitio Lima, Carlsbad, CA 92009 |
|
76044xxxx1 |
inf*@r*********.com |
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5 |
1 |
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| TK Pacific Wealth |
120 Birmingham Dr Ste 240F Cardiff by the Sea, CA 92007 |
|
61973xxxx9 |
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| Vontobel Asset Management-Evelyn Orley |
312 S Cedros Ave, Solana Beach, CA 92075 |
|
85825xxxx7 |
afo***@h*********.com |
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| Edward Jones - Financial Advisor: Spencer M Birch |
1 Civic Center Dr Ste 264, San Marcos, CA 92069 |
|
76041xxxx5 |
a.j*********@e**********.com |
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169 |
4 |
176 |
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| Burial Final Expense Plans |
11545 W Bernardo Ct Ste 205, San Diego, CA 92127 |
|
88821xxxx4 |
agt***************************@b**********.com |
4 |
6 |
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| North Star Capital USA |
San Marcos, CA 92078 |
|
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dat*****************@i****.de |
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| Quality Growth Management |
16236 San Dieguito Rd, Rancho Santa Fe, CA 92091 |
|
85875xxxx7 |
who**@e*********************.com |
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| JCF Capital Markets LLC |
2173 Salk Ave Suite 250, Carlsbad, CA 92008 |
|
76093xxxx1 |
inf*@j****************.com |
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5 |
19 |
57 |
|
59 |
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| Highcrest Management Group |
5355 Avenida Encinas, Carlsbad, CA 92008 |
|
65020xxxx0 |
arc********@h*************.com |
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| Edward Jones - Financial Advisor: Joe Thomas |
5525 Mission Rd Ste B, Bonsall, CA 92003 |
|
76033xxxx3 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
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| Edward Jones - Financial Advisor: Victor Manzanilla, CFP®|AAMS™ |
1921 W San Marcos Blvd Ste 100, San Marcos, CA 92078 |
|
76073xxxx4 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
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| Jose Vicente Jr - Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340 Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
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| Orbian Corporation |
2175 Salk Ave Ste 160, Carlsbad, CA 92008 |
|
76089xxxx0 |
abn********@o*****.com |
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| Edward Jones - Financial Advisor: Jonathan Laliberte |
1434 S Mission Rd Ste B, Fallbrook, CA 92028 |
|
76073xxxx4 |
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| Birchwood Capital |
2424 Verano Way, Vista, CA 92081 |
|
76023xxxx3 |
ale*@b***************.com |
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| Wisdom Wealth Management - Ameriprise Financial Services |
13520 Evening Creek Dr N Ste 110 San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
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| Re Capital Management |
Rancho Santa Fe, CA 92067 |
|
85875xxxx7 |
|
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| S G Zimmerman & Associates |
12760 High Bluff Dr San Diego, CA 92130 |
|
85825xxxx2 |
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| Edward Jones - Financial Advisor: Kathleen Stephens |
12760 High Bluff Dr Ste 320 San Diego, CA 92130 |
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85879xxxx9 |
a.j*********@e**********.com |
5 |
1 |
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87606 |
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100000 |
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| Coast to Coast Wealth Management - Ameriprise Financial Services, LLC |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
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76092xxxx6 |
coa*************************@a***.com |
5 |
1 |
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| Newport Wealth Advisors |
100 E San Marcos Blvd Ste 400 San Marcos, CA 92069 |
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87769xxxx7 |
bwe***@n********************.com |
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| Intelligence Driven Advisers |
6128 Innovation Way, Carlsbad, CA 92009 |
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88876xxxx1 |
bno***@g****.com |
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5 |
5 |
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| Wells Fargo Advisors |
5800 Armada Dr #300, Carlsbad, CA 92008 |
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76093xxxx4 |
a.b@w*****************.com |
4.5 |
2 |
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188199 |
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189000 |
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| Atterbury Investment Management |
1902 Wright Pl Fl 2 Carlsbad, CA 92008 |
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76028xxxx0 |
cla**@c*************.com |
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| Edward Jones - Financial Advisor: Vincent T Alessi, AAMS™|CRPC™ |
5962 La Place Ct Ste 160, Carlsbad, CA 92008 |
|
76072xxxx0 |
a.j*********@e**********.com |
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| Edward Jones |
162 S Rancho Santa Fe Rd Suite E-20, Encinitas, CA 92024 |
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76094xxxx5 |
a.j*********@e**********.com |
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87358 |
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99000 |
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| Stifel |
5780 Fleet St # 250, Carlsbad, CA 92008 |
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76080xxxx0 |
a.-******@s*****.com |
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| J E Coberly Inc |
17410 La Bajada, Rancho Santa Fe, CA 92067 |
|
85875xxxx7 |
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| Sagepoint Financial Inc |
3121 Huula Dr, Oceanside, CA 92058 |
|
76075xxxx6 |
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| Jordan Clarke, Realtor |
1000 Aviara Pkwy, Carlsbad, CA 92011 |
|
85824xxxx6 |
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| DAS Property Management |
2945 Harding St #202, Carlsbad, CA 92008 |
|
76043xxxx2 |
lm@d********************.com |
5 |
18 |
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| Finances For Life, LLC |
2292 Faraday Ave #100, Carlsbad, CA 92008 |
|
87733xxxx0 |
inf*@f************.com |
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| William Norton - Ameriprise Financial Services |
5927 Balfour Ct Ste 207 Carlsbad, CA 92008 |
|
76080xxxx4 |
ann*******@a***.com |
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| Merrill Lynch Financial Advisor Michael A Such |
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011 |
|
76093xxxx9 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Chad Marentette |
2424 Vista Way, Oceanside, CA 92054 |
|
76043xxxx1 |
a.j*********@e**********.com |
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| Investment Quality Trends |
2888 Loker Ave E, Carlsbad, CA 92010 |
|
86692xxxx0 |
gha***@i*******.com |
5 |
2 |
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| The Helvetica Group |
5927 Balfour Ct #208, Carlsbad, CA 92008 |
|
76060xxxx0 |
bho****@h*************.com |
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| Totem Enterprises |
6006 El Tordo Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
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| Charles Schwab |
10920 Via Frontera Ste 100 San Diego, CA 92127 |
|
85861xxxx2 |
app*******************@s*****.com |
4 |
11 |
3.7 |
3 |
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| Edward Jones - Financial Advisor: Scott Patterson Jr, CFP®|AAMS™ |
1621 S Melrose Dr Ste E, Vista, CA 92081 |
|
76059xxxx0 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Andrew W Scheffer |
5962 La Place Ct Ste 160, Carlsbad, CA 92008 |
|
76081xxxx6 |
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| Wealth Compass Financial |
5860 Owens Ave STE 150, Carlsbad, CA 92008 |
|
76050xxxx0 |
inf*@w************.com |
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| Kerby Financial Services |
333 S Juniper St, Escondido, CA 92025 |
|
76073xxxx0 |
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15 |
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| Stifel |
5256 S Mission Rd Ste 1201, Bonsall, CA 92003 |
|
76064xxxx5 |
abb****@s*****.com |
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4756 |
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5200 |
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| Lucia Capital Group - Carlsbad |
5900 Pasteur Ct STE 150, Carlsbad, CA 92008 |
|
80064xxxx0 |
afr******@l*******.com |
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| Peter A Susic - Edward Jones |
2888 Loker Ave E Ste 304 Carlsbad, CA 92010 |
|
76047xxxx0 |
a.j*********@e**********.com |
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| Ocean View Capital |
2888 Loker Ave E #110, Carlsbad, CA 92010 |
|
31090xxxx2 |
mik*@o****************.com |
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| The Lucrum Company |
5973 Avenida Encinas Ste 305, Carlsbad, Ca 92008 |
|
84446xxxx4 |
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| Js Oliver Capital Management |
7960 Entrada Lazanja San Diego, CA 92127 |
|
85875xxxx0 |
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| Gregory Overland - Ameriprise Financial Services |
221 N Rios Ave Solana Beach, CA 92075 |
|
85879xxxx9 |
dns*****@a***.com |
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| Nautica Wealth Advisors |
1434 S Mission Rd Ste B, Fallbrook, CA 92028 |
|
76072xxxx1 |
aar********@l**.com |
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20102 |
233 |
21000 |
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| Waypoint Partners |
853 Camino Del Mar Ste 202 Del Mar, CA 92014 |
|
85875xxxx1 |
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| Landry Financial Inc |
6183 Paseo Del Norte Ste 250, Carlsbad, CA 92011 |
|
76047xxxx6 |
rac*****@l**************.com |
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| Mission Pacific Asset Management |
2177 Salk Ave Carlsbad, CA 92008 |
|
76060xxxx2 |
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| Frank Tirado- Edward Jones |
555 W Country Club Ln Ste B1 Escondido, CA 92026 |
|
76074xxxx2 |
a.j*********@e**********.com |
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| Western Pacific Capital Management |
322 8th St Ste 100, Del Mar, CA 92014 |
|
85843xxxx0 |
jul**@w*************.com |
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| Chelsea Investment Corporation |
6339 Paseo Del Lago, Carlsbad, CA 92011 |
|
76045xxxx0 |
agu********@c**************.com |
2.1 |
9 |
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| Ameriprise Financial Advisors |
5927 Balfour Ct Ste 207 Carlsbad, CA 92008 |
|
76080xxxx4 |
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| Securities America |
Oceanside, CA 92057 |
|
76023xxxx7 |
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| Edward Jones - Financial Advisor: Lisa M Ogden |
13400 Sabre Springs Pkwy Ste 250 San Diego, CA 92128 |
|
85839xxxx7 |
a.j*********@e**********.com |
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| Sprott Global Resource Investments |
1910 Palomar Point Way # 200, Carlsbad, CA 92008 |
|
76094xxxx9 |
con****@s***********.com |
3.3 |
7 |
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| Mana Investments |
5927 Balfour Ct STE 208, Carlsbad, CA 92008 |
|
61987xxxx2 |
bru**@b*********.com |
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| Edward Jones - Financial Advisor: Kevin Rainosek |
277 Rancheros Dr Ste 170, San Marcos, CA 92069 |
|
76047xxxx4 |
a.j*********@e**********.com |
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122 |
|
129 |
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| Seaside Financial & Insurance Services |
2032 Corte Del Nogal #100, Carlsbad, CA 92011 |
|
76043xxxx2 |
asl****@s**************.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Scott Patterson Jr |
1621 S Melrose Dr Ste E Vista, CA 92081 |
|
76059xxxx0 |
a.j*********@e**********.com |
3.7 |
3 |
5 |
1 |
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| Southwest Equity Partners |
380 Stevens Ave Ste 311 Solana Beach, CA 92075 |
|
76051xxxx9 |
adm**@s**********.com |
|
|
4.1 |
30 |
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| Dennis Hennings - Ameriprise Financial Services |
13520 Evening Creek Dr N Ste 110 San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
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| Cavanaugh Properties |
5533 Cancha de Golf Ste 102 Rancho Santa Fe, CA 92091 |
|
85838xxxx4 |
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| Brenton Stransky, CFP® - Independence Square Advisors |
2173 Salk Ave Suite 250, Carlsbad, CA 92008 |
|
76023xxxx7 |
bau*******@i********.com |
5 |
14 |
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| Charles Schwab |
5796 Armada Dr Ste 175, Carlsbad, CA 92008 |
|
76093xxxx0 |
nam*@e******.com |
4 |
7 |
|
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|
646264 |
189 |
659000 |
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| Cavanaugh Properties |
2677 State St Suite 101, Carlsbad, CA 92008 |
|
85838xxxx4 |
cpi@c*******.com |
1 |
1 |
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|
164 |
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| Siamo Investment Advisors |
1226 Mariposa Rd, Carlsbad, CA 92011 |
|
76093xxxx6 |
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| Securities America |
16870 W Bernardo Dr Ste 400, San Diego, CA 92127 |
|
76080xxxx6 |
pet*************@s****************.com |
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| Anchor Bay Capital |
5780 Fleet St Ste 308 Carlsbad, CA 92008 |
|
76060xxxx0 |
bla**@a***************.com |
5 |
1 |
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| I Buy Houses SD |
2292 Faraday Ave Carlsbad, CA 92008 |
|
85858xxxx7 |
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5 |
3 |
5 |
1 |
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| Pacific Investment Properties |
6120 Paseo Del Norte Ste I2, Carlsbad, CA 92011 |
|
76043xxxx0 |
aba*****@p**************************.com |
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| Alpha Centauri Capital Management |
171 Saxony Rd, Encinitas, CA 92024 |
|
76023xxxx5 |
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| Fam Realty Group |
2963 Carlsbad Blvd, Carlsbad, CA 92008 |
|
76031xxxx9 |
aid**@f*************.com |
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| Virtu Investments V PM Management |
5973 Avenida Encinas #300, Carlsbad, CA 92008 |
|
76092xxxx0 |
akh********@v***************.com |
5 |
1 |
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| Morris Wealth Management |
701 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76093xxxx2 |
cha****@m************.com |
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318 |
40 |
327 |
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| Chad D Waters |
Del Mar, CA 92014 |
|
85875xxxx9 |
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5 |
1 |
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| Young Capital Management |
300 Carlsbad Village Dr # 108A422, Carlsbad, CA 92008 |
|
76039xxxx7 |
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| Financial Sense Wealth Management |
10809 Thornmint Rd Fl 2, San Diego, CA 92127 |
|
85848xxxx9 |
ang*********@f*************.com |
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| Paradigm Investment Group, LLC |
5315 Avenida Encinas #250, Carlsbad, CA 92008 |
|
87779xxxx7 |
ann*@p*************.com |
5 |
2 |
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| T M Murphy Investment Management |
4788 Keswick Ct San Diego, CA 92130 |
|
85879xxxx9 |
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| Edward Jones - Financial Advisor: Katy Conser |
3609 Ocean Ranch Blvd Ste 180 Oceanside, CA 92056 |
|
76042xxxx9 |
a.j*********@e**********.com |
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5 |
1 |
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| Trice Capital Management |
Serving theCarlsbad Area |
|
87721xxxx6 |
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| Morgan Stanley Wealth Management |
16644 W Bernardo Dr, San Diego, CA 92127 |
|
85867xxxx0 |
acm***********@m************.com |
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| Cornerstone Wealth Advisors |
1808 Aston Ave STE 150, Carlsbad, CA 92008 |
|
76047xxxx6 |
inf***@c***********.com |
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| Charger Funding |
1106 2nd St Ste 411, Encinitas, CA 92024 |
|
85824xxxx8 |
ced**************@c*************.com |
5 |
2 |
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| Coast to Coast Wealth Management - Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
coa*************************@a***.com |
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| PEEK WEALTH |
7750 El Camino Real Ste. 2E, Carlsbad, CA 92009 |
|
76070xxxx0 |
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| Universal Financial Consultants |
5040 Seachase Way San Diego, CA 92130 |
|
85846xxxx6 |
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| Edward Jones |
152 S Escondido Blvd, Escondido, CA 92025 |
|
76073xxxx6 |
a.j*********@e**********.com |
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86209 |
|
96000 |
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| TD Ameritrade |
701 Palomar Airport Rd Ste 100, Carlsbad, CA 92011 |
|
76060xxxx0 |
aam***********@t***********.com |
|
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646210 |
192 |
658000 |
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| Providence Capital Group |
183 Calle Magdalena Encinitas, CA 92024 |
|
76094xxxx3 |
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| Bonsai Partners, LLC |
2131 Palomar Airport Rd Suite 205, Carlsbad, CA 92011 |
|
85836xxxx0 |
184*************************************@w*****************.com |
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| Unlimited Business Lending |
12707 High Bluff Dr Ste 200 San Diego, CA 92130 |
|
76056xxxx6 |
|
5 |
2 |
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| Next Gen Financial Planning |
1455 Frazee Rd Ste 543 San Diego, CA 92108 |
|
61936xxxx7 |
and***@n***********************.com |
5 |
8 |
4.6 |
9 |
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107 |
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| Edward Jones - Oceanside Financial Advisor - David A Owens |
5517 Old Ranch Rd Unit 27 Oceanside, CA 92057 |
|
94945xxxx0 |
a.j*********@e**********.com |
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| Venture Management Associates |
1104 Camino Del Mar Ste 7 Del Mar, CA 92014 |
|
85835xxxx0 |
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| Edward Jones |
3451 Via Montebello Ste 196 Carlsbad, CA 92009 |
|
76063xxxx7 |
a.j*********@e**********.com |
|
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5 |
1 |
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| Edward Jones - Financial Advisor: Natalie D Slemp |
3129 Tiger Run Ct, Carlsbad, CA 92010 |
|
76072xxxx8 |
acc**********@e**********.com |
|
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9 |
|
30 |
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| Edward Jones - Financial Advisor: Monica E Bezy |
13400 Sabre Springs Pkwy Ste 250 San Diego, CA 92128 |
|
85839xxxx7 |
a.j*********@e**********.com |
|
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| Edward Jones - Financial Advisor: Jason S Polk |
16766 Bernardo Center Dr Ste 108, San Diego, CA 92128 |
|
85861xxxx4 |
a.j*********@e**********.com |
|
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481 |
|
485 |
|
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| The Kaiser Group - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx1 |
acm***********@m************.com |
|
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| Rodrigo Oliva - Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340 Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
4.3 |
4 |
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| Core Process Wealth Management |
1925 Palomar Oaks Way, Carlsbad, CA 92008 |
|
76071xxxx0 |
chr**@c************.com |
|
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| Raymond Property Management |
701 Palomar Airport Rd #300, Carlsbad, CA 92011 |
|
76062xxxx8 |
gen**@r************************.com |
|
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| Raymond James |
16870 W Bernardo Dr Ste 170, San Diego, CA 92127 |
|
85820xxxx7 |
aar************@r***********.com |
|
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| Aldrich CPAs + Advisors |
1903 Wright Pl #180, Carlsbad, CA 92008 |
|
76043xxxx0 |
aab***@h******.com |
3.7 |
3 |
|
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|
554807 |
16788 |
550949 |
|
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| Sprott Asset Management USA |
1910 Palomar Point Way # 200, Carlsbad, CA 92008 |
|
86653xxxx6 |
ask****@s***.org |
|
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| Long Beach Investment Corporation |
1902 Wright Pl Ste 200, Carlsbad, CA 92008 |
|
80038xxxx0 |
|
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| Edward Jones - Financial Advisor: Dale M Maas |
3636 Ocean Ranch Blvd, Oceanside, CA 92056 |
|
76043xxxx1 |
a.j*********@e**********.com |
|
7 |
|
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|
87384 |
|
100000 |
|
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| Edward Jones - Financial Advisor: Evan Cohen |
700 Garden View Ct Ste 203 Encinitas, CA 92024 |
|
76075xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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| U.S. Bancorp Investments - Financial Advisors: Adam Franklin |
770 Carlsbad Village Dr, Carlsbad, CA 92008 |
|
76063xxxx4 |
aar************@u*****.com |
|
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|
345236 |
5470 |
348000 |
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| Edward Jones - Financial Advisor: Natalie D Slemp |
3129 Tiger Run Ct #102, Carlsbad, CA 92010 |
|
76072xxxx8 |
a.j*********@e**********.com |
|
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| Amy Elizabeth Bennage |
Aeb Financial Services 12707 High Bluff Dr , Ste 200 San Diego, CA 92130 |
|
85879xxxx6 |
|
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| Edward Jones - Financial Advisor: Matt Leonard |
2121 Palomar Airport Rd Ste 100 Carlsbad, CA 92011 |
|
76043xxxx7 |
a.j*********@e**********.com |
4.7 |
3 |
3 |
2 |
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| Edward Jones - Garrett W Imeson |
100 E San Marcos Blvd Ste 160 San Marcos, CA 92069 |
|
76079xxxx2 |
a.j*********@e**********.com |
|
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5 |
6 |
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82 |
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| Stifel | Evan Hennessy |
5780 Fleet St, Carlsbad, CA 92008 |
|
76080xxxx4 |
|
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| Burns-Blackburn Group |
2100 Palomar Airport Rd suite 214-11, Carlsbad, CA 92011 |
|
76045xxxx6 |
|
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| John Manseau - Ameriprise Financial Services |
2111 Palomar Airport Rd Ste 340 Carlsbad, CA 92011 |
|
76092xxxx6 |
dns*****@a***.com |
|
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| Edward Jones |
4750 Oceanside Blvd, Oceanside, CA 92056 |
|
76072xxxx7 |
a.j*********@e**********.com |
|
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|
86208 |
|
96000 |
5 |
1 |
|
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| Focused Mission Financial |
11440 W Bernardo Ct Ste 300 San Diego, CA 92127 |
|
61927xxxx2 |
ma**@f**********************.com |
5 |
12 |
|
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|
| Adam Gelcich - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx5 |
acc**********@m************.com |
|
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| Edward Jones - Financial Advisor: Kent S Borsch |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76094xxxx6 |
a.j*********@e**********.com |
|
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| Best Practices Of America |
6119 La Granada Ste C Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
dan********@b******.com |
|
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| Edward Jones - Financial Advisor: Dmitriy Bgatov |
16935 W Bernardo Dr, San Diego, CA 92127 |
|
85838xxxx2 |
a.j*********@e**********.com |
|
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| Duncan Financial |
5375 Avenida Encinas Ste A, Carlsbad, CA 92008 |
|
76047xxxx0 |
a.h*****@b***********.com |
|
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| Edward Jones - Financial Advisor: Benjamin A Clancy |
12750 Carmel Ctry Rd Ste 208 San Diego, CA 92130 |
|
85852xxxx0 |
a.j*********@e**********.com |
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87606 |
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100000 |
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| Heritage Wealth Management |
11440 W Bernardo Ct, San Diego, CA 92127 |
|
85861xxxx1 |
fra******@c***********.com |
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| Weatherly Asset Managment |
832 Camino Del Mar Ste 4 Del Mar, CA 92014 |
|
85825xxxx7 |
and***@w****************.com |
3.7 |
3 |
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80 |
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| Van Nostrand & Assoc |
16776 Bernardo Center Dr, San Diego, CA 92128 |
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85848xxxx5 |
jls@v***********.com |
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| American Money Management |
14249 Rancho Santa Fe Farms Rd Rancho Santa Fe, CA 92067 |
|
85875xxxx9 |
amo***@a********.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Peter A Susic |
2888 Loker Ave E Ste 304, Carlsbad, CA 92010 |
|
76047xxxx0 |
a.j*********@e**********.com |
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125 |
10 |
125 |
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| Edward Jones - Financial Advisor: Ryan J Coleman |
4160 Oceanside Blvd Ste 163 Oceanside, CA 92056 |
|
76041xxxx5 |
a.j*********@e**********.com |
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| Arrivo |
2659 State St PMB #1011, Carlsbad, CA 92008 |
|
85843xxxx7 |
inf*@a*****.ai |
5 |
1 |
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125 |
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133 |
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| Heim Group |
2804 La Costa Ave Carlsbad, CA 92009 |
|
76027xxxx1 |
tma****@h***********.com |
5 |
1 |
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| Ward & Associates |
17538 Circa Oriente Rancho Santa Fe, CA 92091 |
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85875xxxx0 |
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| Partnersadmin |
6005 Hidden Valley Rd, Carlsbad, CA 92011 |
|
31032xxxx5 |
rea**@p************.com |
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| Paradigm Investment Group, Llc |
5315 Avenida Encinas, Carlsbad, CA 92008 |
|
85845xxxx9 |
ann*@p*************.com |
5 |
2 |
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| Rachel A Currington - Edward Jones |
1081 Borden Rd Ste 106 Escondido, CA 92026 |
|
76074xxxx4 |
a.j*********@e**********.com |
5 |
4 |
5 |
1 |
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| Capital Loan Associates |
11545 W Bernardo Ct Ste 201, San Diego, CA 92127 |
|
85837xxxx4 |
ali***@c***********.com |
3.9 |
15 |
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| IFS |
2647 Gateway Rd #105-555, Carlsbad, CA 92009 |
|
34747xxxx5 |
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| Scanlon Realty Management, Inc |
2921 Harding St, Carlsbad, CA 92008 |
|
76099xxxx1 |
jgs********@g****.com |
5 |
9 |
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| Tailwind Wealth Advisors |
1917 Palomar Oaks Way STE 150, Carlsbad, CA 92008 |
|
76022xxxx6 |
mar*@t*********************.com |
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| Jason S Polk - Edward Jones |
1081 Borden Rd Ste 106 Escondido, CA 92026 |
|
44299xxxx1 |
a.j*********@e**********.com |
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| TD Ameritrade |
16421 Bernardo Center Dr, San Diego, CA 92128 |
|
85867xxxx0 |
api@t***********.com |
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646210 |
192 |
658000 |
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| Landry Financial |
717 Lazarette Way Carlsbad, CA 92011 |
|
76047xxxx6 |
tim@l**************.com |
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| Techniche |
5857 Owens Ave #300, Carlsbad, CA 92008 |
|
84478xxxx7 |
cal*****@t*************.com |
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| TaxAbility Mobile |
Oceanside, CA 92057 |
|
76071xxxx5 |
dm9*@t***************.com |
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| Terral Investment Co |
440 Stevens Ave, Solana Beach, CA 92075 |
|
85875xxxx9 |
dav**@n*******.com |
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| Mulholland & Kuperstock Asset Management |
2173 Salk Ave. Carlsbad, CA 92008 |
|
31098xxxx8 |
inf*@m****.com |
|
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5 |
3 |
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| Freedom Investments |
Carlsbad, CA 92009 |
|
85894xxxx7 |
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| Sage Capital Advisors |
11440 W Bernardo Ct, San Diego, CA 92127 |
|
85845xxxx2 |
anu****@s*******.com |
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| Prudent Investors Network |
2598 Fortune Way, Vista, CA 92081 |
|
76059xxxx8 |
eli**@p*************.com |
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| Wingman Strategic Partners, LLC |
2150 Palomar Airport Rd STE 206, Carlsbad, CA 92011 |
|
85565xxxx0 |
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| D.E. Financial Group, LLC |
2725 Jefferson St #11, Carlsbad, CA 92008 |
|
76057xxxx4 |
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| FlightPath Financial Planning |
445 Marine View Ave Ste 305 Del Mar, CA 92014 |
|
85838xxxx7 |
inf*@f**************************.com |
|
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5 |
5 |
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| LPL Financial |
5411 Avenida Encinas Suite 180, Carlsbad, CA 92008 |
|
76093xxxx0 |
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| Edward Jones - Financial Advisor: Darion D Haggerty, CEPA®|CRPC™ |
555 W Country Club Ln Ste B1, Escondido, CA 92026 |
|
76074xxxx2 |
a.j*********@e**********.com |
|
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|
107 |
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| Edward Jones - Financial Advisor: Andrew W Shaw |
110 Civic Center Dr Ste 101, Vista, CA 92084 |
|
76072xxxx2 |
a.j*********@e**********.com |
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130 |
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| Ubs |
17140 Bernardo Center Dr Ste 350, San Diego, CA 92128 |
|
85852xxxx0 |
aar*******@u**.com |
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| Edward Jones - Financial Advisor: Rene' A Flores, CFP®|RICP® |
1340 W Valley Pkwy Ste 104, Escondido, CA 92029 |
|
76073xxxx0 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
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| Raintree Property Management |
5858 Dryden Pl Suite #207, Carlsbad, CA 92008 |
|
76044xxxx1 |
inf*@r*********.com |
4.9 |
29 |
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66 |
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| Independent Capital Management |
5780 Fleet St, Carlsbad, CA 92008 |
|
76080xxxx6 |
a.a@i***********.com |
|
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|
13000 |
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| Ferguson Financial Services |
701 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76060xxxx1 |
inf*@m***********************.com |
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| Edward Jones - Financial Advisor: Dale M Maas |
2424 Vista Way Ste 325 Oceanside, CA 92054 |
|
76043xxxx1 |
a.j*********@e**********.com |
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| Finances for Life |
2292 Faraday Ave Ste 100 Carlsbad, CA 92008 |
|
87733xxxx0 |
inf*@f************.com |
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|
| The McCann Vincent Group - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx6 |
acm***********@m************.com |
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|
| McClure Wealth Management |
701 Palomar Airport Rd SUITE 125, Carlsbad, CA 92011 |
|
76060xxxx1 |
|
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| Edward Jones - Financial Advisor: Brad Peterson |
236 E Broadway, Vista, CA 92084 |
|
76063xxxx8 |
a.j*********@e**********.com |
|
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| Marcom Central |
201 Lomas Santa Fe Dr, Solana Beach, CA 92075 |
|
80022xxxx7 |
abe*******@m*****.com |
|
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|
420 |
51 |
424 |
|
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|
| Meketa Investment Group |
5796 Armada Dr, Carlsbad, CA 92008 |
|
76079xxxx0 |
aad***@m**********.com |
1 |
2 |
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|
| SD Business Dr |
330 Rancheros Dr Ste 228 San Marcos, CA 92069 |
|
76029xxxx5 |
|
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|
| Edward Jones - Financial Advisor: Garrett W Imeson, CFP® |
100 E San Marcos Blvd Ste 160, San Marcos, CA 92069 |
|
76079xxxx2 |
a.j*********@e**********.com |
|
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|
84 |
|
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| Edward Jones - Financial Advisor: Brian D Lundberg |
334 Via Vera Cruz Ste 254, San Marcos, CA 92078 |
|
76075xxxx3 |
a.j*********@e**********.com |
|
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|
87384 |
|
100000 |
|
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| Edward Jones - Financial Advisor: Adriana Romeo |
152 S Escondido Blvd, Escondido, CA 92025 |
|
76073xxxx6 |
a.j*********@e**********.com |
|
|
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|
87384 |
|
100000 |
|
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|
| Guide My Finances |
6120 Paseo Del Norte l2, Carlsbad, CA 92011 |
|
76054xxxx5 |
ama***@g**************.com |
5 |
3 |
|
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|
527 |
2 |
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|
| Pacific Crest Global Wealth Management |
2131 Palomar Airport Rd, Carlsbad, CA 92011 |
|
85875xxxx2 |
rob***@p*******************.com |
|
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| Rainosek Kevin Investmt Rep |
727 W San Marcos Blvd San Marcos, CA 92078 |
|
76047xxxx4 |
|
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|
| Premium One Asset Management |
6046 El Tordo Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
|
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|
| Edward Jones - Financial Advisor: Vincent T Alessi |
1265 Carlsbad Village Dr Ste 220 Carlsbad, CA 92008 |
|
76072xxxx0 |
a.j*********@e**********.com |
|
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|
| Chelsea Investment Corporation |
5993 Avenida Encinas Ste 101, Carlsbad, CA 92008 |
|
76045xxxx0 |
agu********@c**************.com |
|
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|
| Edward Jones - Financial Advisor: Richard Hachigian |
3548 Seagate Way Ste 120 Oceanside, CA 92056 |
|
76023xxxx2 |
a.j*********@e**********.com |
5 |
1 |
|
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|
|
| Wertz Real Estate Investment Services |
3138 Roosevelt St suite l, Carlsbad, CA 92008 |
|
76045xxxx6 |
d_j***@w**************.com |
5 |
1 |
|
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| Edward Jones - Financial Advisor: Ross B. Hansen |
1921 W San Marcos Blvd Ste 100, San Marcos, CA 92078 |
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76073xxxx4 |
a.j*********@e**********.com |
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87384 |
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100000 |
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| Bell Capital |
2100 Palomar Airport Rd suite 214 - 28, Carlsbad, CA 92011 |
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80877xxxx6 |
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53 |
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| Capital Resource Management |
350 W 5th Ave Ste 220, Escondido, CA 92025 |
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76048xxxx8 |
ali**@c***********.com |
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| Coseo Properties |
10920 Via Frontera, San Diego, CA 92127 |
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85848xxxx0 |
cal*****@c**************.com |
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| John Peck |
2121 Palomar Airport Rd Ste 205 Farmers Insurance Carlsbad, CA 92011 |
|
80057xxxx6 |
aah*@f***********.com |
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3.7 |
3 |
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| Beacon Pointe Advisors |
5973 Avenida Encinas # 210, Carlsbad, CA 92008 |
|
76047xxxx0 |
aba*****@b***********.com |
5 |
1 |
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| Morgan Stanley Wealth Management |
6037 La Flecha, Rancho Santa Fe, CA 92067 |
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85875xxxx5 |
aar***********@m***********************.com |
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| Janean Stripe, CFP® - Lucia Capital Group |
5900 Pasteur Ct STE 150, Carlsbad, CA 92008 |
|
85872xxxx1 |
afr******@l*******.com |
3 |
2 |
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622 |
23 |
690 |
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| First National Bullion |
785 Carlsbad Village Dr Carlsbad, CA 92008 |
|
76025xxxx2 |
con****@f*******************.com |
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5 |
7 |
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2088 |
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2000 |
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| 10 Star Asset Management |
5800 Armada Dr Ste 110, Carlsbad, CA 92008 |
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76093xxxx0 |
joh******@1********************.com |
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| Edward Jones - Financial Advisor: Darcy I Wolfe, CFP®|AAMS™ |
3129 Tiger Run Ct #102, Carlsbad, CA 92010 |
|
76072xxxx8 |
a.j*********@e**********.com |
5 |
2 |
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316 |
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| 10 Star Asset Management |
5760 Fleet St # 120, Carlsbad, CA 92008 |
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76093xxxx0 |
sco**@1********************.com |
3 |
2 |
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| Tate Asset Management |
5531 Cancha De Golf Ste 206 Rancho Santa Fe, CA 92091 |
|
88850xxxx7 |
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5 |
2 |
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| Edward Jones - Financial Advisor: Chad Marentette |
804 Pier View Way Ste 212, Oceanside, CA 92054 |
|
76052xxxx4 |
a.j*********@e**********.com |
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87384 |
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100000 |
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| Richmont Investment Property Services |
105 W Lemon Ave, Monrovia, CA 91016 |
|
62693xxxx3 |
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5 |
2 |
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